JWM
JPL Wealth Management Portfolio holdings
AUM
$371M
This Quarter Return
+8.04%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+30%)
Cap. Flow
+$37.3M
Cap. Flow
% of AUM
20.58%
Top 10 Holdings %
Top 10 Hldgs %
23.05%
Holding
120
New
20
Increased
79
Reduced
10
Closed
9
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.03M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.1M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.05M |
| 4 |
Walmart
WMT
|
$1.93M |
| 5 |
Amazon
AMZN
|
$1.73M |
Top Sells
| 1 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
$1.73M |
| 2 |
Walt Disney
DIS
|
$1.31M |
| 3 |
Crown Castle
CCI
|
$1.31M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.3M |
| 5 |
Abbott
ABT
|
$1.23M |
Sector Composition
| 1 | Technology | 16.88% |
| 2 | Healthcare | 8.61% |
| 3 | Industrials | 7.9% |
| 4 | Consumer Staples | 7.32% |
| 5 | Financials | 7% |
